What Happened to all the Diamonds in the Rough?
Plus! A Different EV Network Effect; Supply Chain KPIs; The Underwriter's Loop and Cyber Risk Insurance; Pro-Regulation Tech; Local Chips, Global Companies; Diff Jobs
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Defensive Monopolies
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Why Coolness-Aggregating Platforms Have Limited Pricing Power
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Are Persistently Low Rates Caused By... Persistently Low Rates?
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Advertising and Strategic Consulting as the Asymptotes of Service Businesses
Become a member to gain access →Plus! Meta Antecedents; International Tech Nationalism; Chokepoints; Recruiting; Unrealized Alternatives
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What's a Ponzi Scheme? What Isn't?
Read this article →Plus! Meta; ROE and CAPM; Expensive Cheap Energy
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Adding Endpoints, Chaining Standards: Trading Companies as a Model for the API Economy
Unlock Premium to read this post →Plus! Net-Zero-Emissions-As-A-Service; Patient Capital; Hiring is Hard; The Skewed Business Travel Recovery; Netflix SEO
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Ports and Trans-Pacific Flights are to Fiscal Policy as Swap Lines are to Monetary Policy
Unlock Premium to read this post →Plus! Facebook; Building the Fame Bundle; The Rollups Continue; The EV Buildout
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FedEx: Two Bets on Network Effects
Read this article →Plus! Aging Into Owning the Metaverse; Fake Reviews; Ads and Addicts; Coal; Diff Jobs
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New Kinds of Funding Mean New Kinds of Managing
Unlock Premium to read this post →Plus! No Parachute; Inequality; Peak Supply Chain Disruption?; Team-Based Hybrid Offices
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Facebook and the Dogfood Problem
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Oyo: the the Risk-Stays-on-the-Books Model
Become a member to gain access →Plus! TSMC's Planned Economy; Apple and Gaming; AI Ethics in China; Treatments